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This comprehensive guide will walk you through creating AI agents in Marketrix, from basic setup to advanced configuration.

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Before You Start

You’ll need:
  • A Marketrix account with at least one connection
  • Knowledge uploaded to your connection (recommended)
  • A clear idea of what you want your agent to help with
  • Basic information about your business

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Step 1: Navigate to Agents

  1. Log into your Marketrix account at app.marketrix.ai
  2. Click “Agents” in the left sidebar
  3. Click “Create Agent” button (usually in the top right)

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Step 2: Choose Agent Type

You’ll see two options for agent types: What it is: An intelligent AI-powered assistant Best for: Customer support, answering questions, providing information Why choose this: Easy to set up, works immediately, learns from your knowledge

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Human Agent

What it is: A placeholder for human support staff Best for: Escalating complex issues to real people Why choose this: When you want to hand off to human support For most use cases, select “AI Agent” and click “Continue”.

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Step 3: Basic Agent Information

Fill out the basic information about your agent:

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Agent Name

What to enter: A friendly, descriptive name Examples:
  • “Support Assistant”
  • “Sales Helper”
  • “Product Guide”
  • “Customer Care Agent”
Tips:
  • Choose something that clearly describes what your agent does
  • Use a friendly, approachable name
  • Avoid technical or generic names

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Agent Description

What to enter: A brief description of your agent’s purpose Examples:
  • “Helps customers with product questions and support issues”
  • “Guides users through our application features and setup”
  • “Provides information about our services and pricing”
  • “Assists with account management and billing questions”
Tips:
  • Be specific about what your agent will help with
  • Include your target audience
  • Mention key capabilities

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Agent Voice

Choose between:
  • Female Voice - Professional, friendly female voice
  • Male Voice - Professional, friendly male voice
Note: This affects how your agent sounds when using voice features.

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Step 4: Agent Instructions

This is the most important part of creating your agent. Instructions tell your agent how to behave and what to help with.

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What Are Agent Instructions?

Agent instructions are like a job description for your AI agent. They tell the agent:
  • What your business does
  • How to talk to customers
  • What information to provide
  • How to handle different situations

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Writing Effective Instructions

Here’s a comprehensive template to get you started: 
You are [Agent Name], a helpful [role] for [Your Company Name].

Your role is to:
- [Primary responsibility 1]
- [Primary responsibility 2]
- [Primary responsibility 3]
- [Primary responsibility 4]

When helping customers:
- Be friendly and professional
- Ask clarifying questions when needed
- Provide accurate information based on our knowledge base
- Be helpful and patient
- Escalate complex issues when appropriate

Company information:
- Business: [What your company does]
- Hours: [Your business hours]
- Contact: [How to reach you for complex issues]
- Location: [Your business location if relevant]

Guidelines:
- Always be helpful and accurate
- Use our knowledge base to provide information
- If you don't know something, say so and offer to help find the answer
- Maintain a positive and professional tone
- Focus on solving the customer's problem

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Example Instructions

Here’s a real example for an e-commerce support agent: 
You are Sarah, a helpful customer support assistant for TechGear Store.

Your role is to:
- Answer questions about our products and features
- Help customers with orders, shipping, and returns
- Provide information about our policies and procedures
- Guide customers through our website and checkout process

When helping customers:
- Be friendly and professional
- Ask clarifying questions when needed
- Provide accurate product information
- Be helpful and patient
- Escalate complex issues to human support

Company information:
- Business: We sell electronics, accessories, and tech gadgets
- Hours: Monday-Friday 9 AM - 6 PM EST, Saturday 10 AM - 4 PM EST
- Contact: support@techgearstore.com or call 1-800-TECH-GEAR
- Location: Based in San Francisco, CA

Guidelines:
- Always be helpful and accurate
- Use our product catalog and knowledge base to provide information
- If you don't know something, say so and offer to help find the answer
- Maintain a positive and professional tone
- Focus on solving the customer's problem

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Tips for Great Instructions

Be specific about your business:
  • Include what your company does
  • Mention your products or services
  • Include relevant business context
Set clear expectations:
  • Define what your agent should help with
  • Specify how to handle different situations
  • Include escalation procedures
Use your brand voice:
  • Match your company’s tone and style
  • Include your brand personality
  • Use language that reflects your values
Provide context:
  • Include business hours and contact information
  • Mention your location if relevant
  • Include any important policies or procedures

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Step 5: Agent Avatar (Optional)

You can upload a custom avatar for your agent:

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Uploading an Avatar

  1. Click “Upload Avatar”
  2. Choose an image file (JPG, PNG, or GIF)
  3. Crop and adjust the image as needed
  4. Click “Save”

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Avatar Tips

Good avatars:
  • Professional, friendly image
  • Square format works best
  • Clear and recognizable
  • Matches your brand style
Avoid:
  • Blurry or low-quality images
  • Images that are too busy or complex
  • Inappropriate or unprofessional content
  • Images that don’t match your brand

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Step 6: Knowledge Assignment

Link your agent to your knowledge base:

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Select Connection

  1. Choose the connection where your knowledge is stored
  2. Verify the connection is correct
  3. Click “Continue”

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Assign Knowledge

  1. Select the knowledge you want your agent to use
  2. Choose all relevant documents and videos
  3. Review your selections
  4. Click “Continue”
Tips:
  • Include all relevant knowledge for your agent’s purpose
  • Don’t include unrelated or outdated information
  • Consider the types of questions your agent will answer

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Step 7: Review and Create

Before creating your agent:
  1. Review all the information you’ve entered
  2. Check that the instructions clearly describe what your agent should do
  3. Verify the knowledge assignment includes relevant content
  4. Make sure the name and description accurately represent your agent
  5. Click “Create Agent”

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Step 8: Test Your Agent

Once your agent is created, you’ll be taken to the agent details page. Here’s how to test it:

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Using the Playground

  1. Click “Test in Playground” button
  2. Select your connection from the dropdown
  3. Start chatting with your agent
  4. Try different types of questions to see how it responds

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What to Test

Basic questions:
  • “Hello, can you help me?”
  • “What does your company do?”
  • “How can I contact support?”
Product/service questions:
  • “What products do you offer?”
  • “How much does this cost?”
  • “What features does this have?”
Support scenarios:
  • “I’m having trouble with my order”
  • “How do I reset my password?”
  • “What’s your return policy?”
Edge cases:
  • “I don’t understand what you’re saying”
  • “Can you help me with something not related to your business?”
  • “What if I’m not satisfied with your service?”

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Improving Your Agent

Based on your testing, you might want to: Update instructions:
  • Make them more specific
  • Add more business context
  • Clarify how to handle different situations
Add more knowledge:
  • Upload additional documents
  • Add more videos
  • Include missing information
Adjust personality:
  • Change the tone or style
  • Modify the voice selection
  • Update the avatar

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Common First-Time Issues

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Agent Gives Generic Responses

Problem: Your agent gives vague or unhelpful answers Solutions:
  • Make your instructions more specific
  • Include more business context
  • Add more relevant knowledge
  • Test with more specific questions

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Agent Doesn’t Know About Your Products

Problem: Agent can’t answer questions about your specific offerings Solutions:
  • Add knowledge documents about your products
  • Make your instructions more detailed
  • Include product information in instructions
  • Upload product catalogs or specifications

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Agent Tone Doesn’t Match Your Brand

Problem: Agent sounds too formal/casual for your business Solutions:
  • Adjust the tone in your instructions
  • Change the voice selection
  • Update the avatar to match your brand
  • Refine the personality in instructions

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Agent Doesn’t Use Your Knowledge

Problem: Agent doesn’t reference your uploaded documents or videos Solutions:
  • Check that knowledge is properly assigned
  • Verify the connection is correct
  • Ensure knowledge content is relevant
  • Test with questions that should use your knowledge

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Advanced Agent Configuration

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Interaction Modes

You can configure which interaction modes your agent supports: Tell Mode (Answering Questions):
  • Enable by default
  • Perfect for customer support
  • Handles most common questions
Show Mode (Demonstrating Tasks):
  • Enable for tutorial and guidance
  • Great for user onboarding
  • Shows step-by-step processes
Do Mode (Performing Actions):
  • Enable for task automation
  • Handles form filling and processes
  • Performs actions on behalf of users

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Response Customization

Response length:
  • Short and concise
  • Detailed and comprehensive
  • Adaptive based on question
Response style:
  • Formal and professional
  • Friendly and casual
  • Technical and precise
  • Conversational and engaging

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Escalation Settings

When to escalate:
  • Complex technical issues
  • Billing and account problems
  • Complaints and disputes
  • Questions beyond agent knowledge
How to escalate:
  • Provide contact information
  • Offer to connect with human support
  • Explain the escalation process
  • Set expectations for response time

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Agent Examples

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E-commerce Support Agent

Name: “Sarah - Customer Support” Description: “Helps customers with orders, products, and support issues” Voice: Female Knowledge: Product catalog, FAQ, return policy, shipping info Instructions: Focus on order support, product questions, and customer service

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SaaS Application Agent

Name: “Alex - Product Guide” Description: “Guides users through application features and setup” Voice: Male Knowledge: User guides, feature documentation, setup tutorials Instructions: Focus on feature explanations, setup help, and user onboarding

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Service Business Agent

Name: “Maria - Service Assistant” Description: “Provides information about services and helps with appointments” Voice: Female Knowledge: Service descriptions, pricing, policies, contact info Instructions: Focus on service information, appointment scheduling, and general inquiries

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Next Steps

Congratulations! You’ve created your first AI agent. Here’s what to do next:

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Immediate Next Steps

  1. Test your agent thoroughly in the playground
  2. Refine the instructions based on how it performs
  3. Add more knowledge if your agent needs more information
  4. Customize the interaction modes for your use case

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Coming Up

  • Create more agents for different purposes
  • Test with real users before going live
  • Create integrations to deploy your agent
  • Monitor performance and improve over time

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Getting Help

If you run into issues:
  • Check the troubleshooting guide for common problems
  • Review your instructions - they might need more detail
  • Test in the playground to see how your agent behaves
  • Contact support if you need additional help

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Success Tips

  • Start simple - you can always add complexity later
  • Test everything - use the playground extensively
  • Iterate and improve - great agents are built over time
  • Get feedback - test with real users when possible
  • Keep knowledge updated - maintain your knowledge base
  • Monitor performance - track how well your agent is working
You’re well on your way to creating an amazing AI agent! 🎉 Ready for the next step? Learn how to write effective agent instructions or assign knowledge to your agent.
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